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| Stronghold Wealth Management LLC
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|---|---|
| CRD # | 161194 |
| SEC # | 801-126054 |
| CIK # | 0002107257 |
| AUM | 172.9 M (2026-03-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-775-7099 |
| Address | 1005 West Cleveland Street Tampa, FL 33606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002107257 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.0 | ||
| Blackstone Secured Lending Fund | 1.9 | ||
| Apple Inc | 1.0 | ||
| Nvidia Corp | 1.0 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Visa Inc | 0.6 | ||
| AMB Property Corp | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Equinix Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 35.9 |
| (b) Individuals (high net worth individuals) | 44 | 135.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 579 | 172.9 |
| By Discretionary | ||
| Discretionary | 579 | 172.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 579 | 172.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.9 | |
| Total | 579 | 172.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107257] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Winning Points Advisors LLC
✚
|
FL | 173.1 M |
|
Individual Asset Management Inc
✚
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Cifuentes Wealth Partners LLC
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FL | 173.1 M |
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Wabash Capital Inc
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IN | 173.0 M |
|
Ridgeline Wealth LLC
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AZ | 172.8 M |
|
Cornermen Financial LLC
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TX | 172.7 M |
|
Wealth Management Solutions LLC
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AZ | 172.6 M |
|
The Heaton Hoppes Group LLC
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|
IA | 172.5 M |
|
White Sand Wealth Management LLC
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|
MO | 172.4 M |
|
Wealthguard Advisors Inc
✚
|
CA | 172.4 M |